70 Presenting Companies
November 14 & 15, 2018
2018 Southwest IDEAS Conference Speakers
Wednesday, November 14th
Global Head of Investor Analytics, Nasdaq
"The Direct & Indirect Implications of MiFID II"
As Global Head of Investor Analytics, Dan Romito’s responsibilities include overseeing Nasdaq’s Strategic Capital Intelligence team, Insight360 Analytics Platform, ESG/Index consulting and managing a global roster of advisory clients. His advisory work focuses on consulting management teams across the globe on optimizing capital allocation strategies, mitigating risk within their shareholder base and identifying opportunistic investors. Dan also created the “Activist Diagnostic,” a quant model that gauges the vulnerability of a corporate client based on their respective fundamental and ESG profile.
His expertise centers on executing an array of capital deployment analyses along with overseeing Nasdaq Advisory’s Event Analytics capabilities. Dan’s research on the effects of Index Ownership, Shareholder Activism and ESG-focused investing has been presented to a variety of NIRI and Finance panels across North America, Europe & APAC and has been implemented into the analyses his Strategic Capital Intelligence team provides to global clients.
His recommendations have also been adopted by a variety of Boards, including Nasdaq’s. Dan is a recipient of Nasdaq’s CEO Platinum and Silver Award for his work modeling out internal capital structure strategies and commercializing a suite of new targeting deliverables, most notably, Nasdaq’s Biotech & Small Cap Investor Analytics services. His Thought Leadership pieces on Activism, ESG and Index Investing has also been featured in a variety of periodicals, including Harvard Business Review, CNBC, Global Investor Magazine and IR Magazine. He received a BA from the University of Chicago, an MBA in Finance from DePaul University, is a Level 3 CFA Candidate, Adjunct Professor of Finance at Lake Forest Graduate School of Management, and is pursuing a Master’s Degree in Applied Financial Mathematics from the University of Chicago.
Thursday, November 15th
J. Kyle Bass,
Founder and Chief Investment Officer, Hayman Capital Management
"China's Tale of Two Currencies"
J. Kyle Bass
Mr. Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. Mr. Bass has managed private funds with strategies focused on sub-prime credit, the pharmaceutical industry, and Asia.
Mr. Bass is a member of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $40 billion, and is chair of the Risk Committee. He also is a member of the Advisory Group for the Center of Asset Management at the Darden School of Business at the University of Virginia. Mr. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate, and the Financial Crisis Inquiry Commission. In 2015, Bass was recognized as one of the Top 25 Most Influential People in the Global Patent Market as named by Intellectual Asset Management magazine. Mr. Bass has lectured on global economics at various universities, including Columbia, Harvard, Stanford, University of Chicago, University of Texas, and University of Virginia.
Prior to forming Hayman, Mr. Bass was a Managing Director at Legg Mason and a Senior Managing Director at Bear Stearns. He graduated from Texas Christian University with a degree in finance and serves on the board of directors of the Troops First Foundation and the Texas Department of Public Safety Foundation.